See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,766 | $95,803+80.3% | $113,168+52.7% | $84,808+103.7% |
| Participation rate | 91.4% | 72.9%+18.6pp | 76.6%+14.9pp | 68.3%+23.1pp |
| Annual return | 18.14% | 25.00%-6.9pp | 24.27%-6.1pp | 40.90%-22.8pp |
| Employer contribution / active EE | $3,663 | $2,360+55.2% | $2,975+23.1% | $2,631+39.2% |
| Participant deferral / active EE | $8,774 | $4,242+106.8% | $5,107+71.8% | $4,212+108.3% |
| Admin fee / account holder | $57 | $8,989-99.4% | $12,068-99.5% | $7,344-99.2% |